Filed June 26, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3331424 | Accounting | $56,751 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $41,201 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,727 | $122,239+35.6% | $184,200-10.0% | $74,546+122.3% |
| Participation rate | 92.8% | 85.5%+7.3pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 12.76% | 19.95%-7.2pp | 28.80%-16.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $4,940 | $4,537+8.9% | $6,424-23.1% | $2,624+88.2% |
| Participant deferral / active EE | $6,953 | $7,139-2.6% | $9,132-23.9% | $4,347+59.9% |
| Admin fee / account holder | $710 | $1,260-43.7% | $13,907-94.9% | $1,944-63.5% |